Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Scherr is a registered representative with Stifel, Nicolaus & Company, Inc. based in Chicago, Illinois. William has been in the securities industry for over 30 years, starting his career at Goldman, Sachs & Co. in 1991. William holds multiple industry licenses and registrations, including Series 3, 7, 9, 10, 63, and 65. He is a highly experienced financial professional with a strong track record of success in providing investment advice and guidance to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
01/17/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
NY
01/07/1991 - 02/02/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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